See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 14 · EIN 13-2501278 | Plan Administrator | $27,453 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $12,480 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,234 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $10,048 |
RAEL & LETSON8+ years Service code 16 · EIN 94-1701048 | Consulting | $5,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540 | $70,115-99.2% | $70,515-99.2% | $80,160-99.3% |
| Participation rate | 94.7% | 71.7%+23.1pp | 68.3%+26.4pp | 72.9%+21.8pp |
| Annual return | -1.18% | 134.51%-135.7pp | 32.77%-34.0pp | 40.38%-41.6pp |
| Employer contribution / active EE | $141 | $3,021-95.3% | $2,973-95.3% | $2,978-95.3% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $11 | $112-90.3% | $6,412-99.8% | $145-92.5% |